How Do Enrollment Emails Work?

How Do Enrollment Emails Work?


When you legally protect your sales incentive plan, and configure user enrollment to be requested via email, we will automatically do the following every hour:
  • Determine potential beneficiaries at this time
  • Determine which beneficiaries have already been sent an enrollment email
  • Send all remaining potential beneficiaries an enrollment email

Enrollment emails are sent only if your plan is in the active status.

In other terms, once you configure user enrollment to be requested via email, we will automatically figure out which users need to be enrolled. You don't need to spend time thinking about which users need to be enrolled as you reconfigure plan targets and reward assignments.

To learn more about plan legal options, click here.
To learn more about the legal editor, click here.
To learn more about how to view user enrollment status, click here.

    • Related Articles

    • How Do Simulations Work?

      Simulations allow you to forecast results by performing calculations as if the current period was complete. It does so by "filling" missing transactions, up to your end date. This is best explained using a diagram: Suppose that today is April 15, and ...
    • How Does The Crediting Engine Work?

      The crediting engine processes transactions to credit users or teams - so as to measure sales performance. For each plan, you can choose whether you want to measure sales performance by individual or by team. If you measure performance by individual, ...
    • How Can I Reset User Enrollments?

      When you legally protect your sales incentive plan, you can require users to formally enroll. If you make material changes to your plan, you may want to reset all user enrollments to the "not enrolled" status. Here are the steps to reset user ...
    • How Can I Access Sales Incentive Data Using API Calls?

      You can use the OData protocol to access sales incentive data in a read-only manner. To learn about the OData V4 API standard, refer to this article. Your API Key and associated OData URL enable you to programmatically retrieve plans, calculations, ...